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Popular Inc
BPOP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$7.88K – – –
UFPG
427
United Financial Planning Group
New York
$7.88K +$7.24K +48 New
KFAS
428
Keating Financial Advisory Services
Kansas
$6.57K +$151 +1 +3%
WETS
429
Wealth Enhancement Trust Services
South Dakota
$6.4K +$5.58K +37 +1,850%
MEG
430
Millstone Evans Group
Colorado
$5.09K – – –
CPG
431
Cornerstone Planning Group
New Jersey
$4.17K +$1.21K +8 +50%
BWA
432
Basecamp Wealth Advisors
Washington
$3.78K -$7.24K -48 -68%
KFA
433
Kelleher Financial Advisors
New York
$3.61K +$3.32K +22 New
RF
434
Rossby Financial
Florida
$3.45K -$1.21K -8 -28%
MNA
435
Manning & Napier Advisors
New York
$3.3K +$3.02K +20 New
JWM
436
JPL Wealth Management
Colorado
$3.28K – – –
APFP
437
Action Point Financial Planning
Michigan
$3.28K +$3.02K +20 New
TPCW
438
TD Private Client Wealth
New York
$3.28K +$3.02K +20 New
SIC
439
SJS Investment Consulting
Ohio
$3.12K +$2.71K +18 +1,800%
PWMG
440
Private Wealth Management Group
New Jersey
$3.12K – – –
GEA
441
Glen Eagle Advisors
New Jersey
$2.96K – – –
SWP
442
Strategic Wealth Partners
Ohio
$2.79K – – –
WIM
443
Westside Investment Management
California
$2.79K – – –
UB
444
UMB Bank
Missouri
$2.46K – – –
PS
445
Planning Strategies
Pennsylvania
$2.46K +$2.26K +15 New
AWM
446
Activest Wealth Management
Florida
$2.3K -$7.09K -47 -77%
RWS
447
Retirement Wealth Solutions
Wisconsin
$2.3K -$151 -1 -7%
CH
448
Cromwell Holdings
Wyoming
$2.14K +$1.06K +7 +117%
CT
449
Clearstead Trust
Maine
$2.13K – – –
CAL
450
Capital Advisors Ltd
Ohio
$2K – – –
16 17
18
19 20